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InsightsPerspective Worth Your Time.

As respected leaders in wealth management, executives at WCG are often asked to share their
insights and thought leadership on pressing topics impacting the industry and how to best serve the needs of the investing public.

Featured Insights

The Wealth Consulting Group Surpasses $12 Billion in Assets Under Advisement

The Wealth Consulting Group Surpasses $12 Billion in Assets Under Advisement

August 20, 2026

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The Wealth Consulting Group Accelerates Next Phase of Growth Strategy with Addition of Jason Ehrlich as Chief Financial Officer and Head of Corporate Development

The Wealth Consulting Group Accelerates Next Phase of Growth Strategy with Addition of Jason Ehrlich as Chief Financial Officer and Head of Corporate Development

December 04, 2025

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The Wealth Consulting Group Commences Next Phase of Growth Strategy with Appointment of Industry Leader Andy Kalbaugh as President

The Wealth Consulting Group Commences Next Phase of Growth Strategy with Appointment of Industry Leader Andy Kalbaugh as President

June 18, 2025

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Explore More Insights

Thought Leadership

Thought Leadership

Market commentary, planning insights, bylined articles and the industry conversations our leaders are asked to weigh in on. This is where we share what we're watching and what it may mean for your money.

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Media & Appearances

Media & Appearances

National financial media call on us regularly for a read on the markets. Watch recent appearances on CNBC, Fox Business, Bloomberg and Reuters, where our team weighs in on the issues that matter most to our clients.

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The Bull Of Wall Street

The Bull Of Wall Street

Our podcast, hosted by the WCG investment team. Lively discussion and in-depth analysis of the topics that may affect your investments and your financial goals.

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Firm News

Firm News

WCG is a vibrant, dynamic and growing firm. Check here often for the latest company news, awards and milestones.

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